When was Wellington-Altus founded?

Wellington-Altus was founded in 2017 and raised its 1st funding round 4 years after it was founded.

Where is Wellington-Altus located?

Wellington-Altus is headquartered in Vancouver, Canada.

How many employees does Wellington-Altus have?

As of Jun 30, 2026, the latest employee count at Wellington-Altus is 853.

Is Wellington-Altus a funded company?

Wellington-Altus is a funded company, having raised a total of $98.1M across 2 funding rounds to date. The company's 1st funding round was a $***** Series C round, raised on Nov 02, 2021.

When was the latest funding round of Wellington-Altus?

Wellington-Altus' latest funding was a $***** Series C round on Dec 07, 2023, with participation from 1 investor.

Where does Wellington-Altus rank among its competitors?

Wellington-Altus ranks 2nd amongst 307 active competitors, of which 3 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was IG Wealth Management, which secured an undisclosed amount in Jan, 2024.

Who are the top competitors of Wellington-Altus?

Wellington-Altus' top competitors include Stonehage Fleming Family & Partners, Lexaria Bioscience and Nicola Wealth. Among them, IG Wealth Management secured the most recent funding round in January, 2024.

Wellington-Altus - 2026 Company Profile, Team, Funding & Competitors

Wellington-Altus is a series C company based in Vancouver (Canada), founded in 2017. It operates as a Provider of wealth management services. Wellington-Altus has raised $98.1M in funding. The company has 307 active competitors, including 3 funded and 26 that have exited. Its top competitors include companies like Stonehage Fleming Family & Partners, Lexaria Bioscience and Nicola Wealth.

Company Details

Website: wellington-altus.ca
Social
Email ID: *****@wprivate.ca
Phone Number: +1 **********

Key Metrics

Founded Year

2017

Location

Vancouver, Canada

Stage

Series C

Total Funding

$98.1M in 2 rounds

Latest Funding Round

Series C, Dec 07, 2023, $*****

Investors

The Cynosure Group & 1 more

Ranked

2^nd among 307 active competitors

Employee Count

853 as on Jun 30, 2026

Investment & Acquisitions

Wickham Investment Counsel & 2 more

Similar Companies

Alera Group & 7449 more

View Wellington-Altus' full profile

Wellington-Altus has raised a total funding of $98.1M over 2 rounds. Its first funding round was on Nov 02, 2021. Its latest funding round was a Series C round on Dec 07, 2023 for $*****. 1 investor participated in its latest round. Wellington-Altus has 2 institutional investors.

Here is the list of recent funding rounds of Wellington-Altus:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Dec 07, 2023	4923919	Series C	3861059	1800887	6253386	8763417
Nov 02, 2021	2041392	Series C	6348770	5369796	8318487	The Cynosure Group

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View details of Wellington-Altus's funding rounds and investors

Wellington-Altus' Board of Directors

Wellington-Altus's board has 9 active members. Brian Hayward, Andrew Marsh, Maili Wong, Charles D. Spiring, Colin Ryan, Andrew Braithwaite, Gregory Giordano, Susan Deleau and David Feather are independent board members.

Here is the list of Wellington-Altus' board of directors:

Name	Type	Representing	Status	Duration
Brian Hayward	Independent board member	-	Current	9y 7m
ddpnhoq	Independent board member	-	Current	5y 1m
sdapolo	Independent board member	-	Current	3y 4m
mjzarlb	Independent board member	-	Current	3y 7m
czrdeed	Independent board member	-	Current	8y 1m
jlrgfmc	Independent board member	-	Current	8y 7m
jkemxub	Independent board member	-	Current	9y 7m
dtdhoxg	Independent board member	-	Current	3y 2m
tetozpe	Independent board member	-	Current	1y 9m

Wellington-Altus' employee count trend

Wellington-Altus has 853 employees as of Jun 26. Here is Wellington-Altus's employee count trend over the years:

Employee count trend for Wellington-Altus

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Top competitors of Wellington-Altus include Stonehage Fleming Family & Partners, Lexaria Bioscience and Nicola Wealth. Here is the list of Top 10 competitors of Wellington-Altus, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
2nd	Wellington-Altus 2017, Vancouver (Canada), Series C	Provider of wealth management services	$98.1M	The Cynosure Group & 1 others	54/100
3rd	Lexaria Bioscience 2004, Kelowna (Canada), Public	Developer of drug delivery technology designed to improve drug absorption	$45K	-	53/100
4th	Nicola Wealth 1994, Vancouver (Canada), Unfunded	Wealth management services and fund of funds investing in growth-equity companies	-	-	51/100
5th	IGM Financial 1926, Winnipeg (Canada), Public	Wealth and investment management firm	-	-	50/100
6th	SAF Group 2014, Calgary (Canada), Unfunded	Asset management firm	-	-	47/100
7th	IG Wealth Management 1926, Winnipeg (Canada), Funding Raised	Online financial advice and planning services	-	-	46/100
8th	Harbourfront Wealth Management 2013, Vancouver (Canada), Late Stage	Provides wealth management services	$311M	Audax Private Equity	45/100
9th	Hampton Securities 1996, Toronto (Canada), Public	Investment bank and wealth management firm	-	-	44/100
10th	MD Financial Management 1957, Ottawa (Canada), Acquired	Wealth management firm for physicians	-	-	42/100

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Wellington-Altus has made 1 investment in Exchange Income Corporation and acquired Wickham Investment Counsel and TriVest Wealth.

Here is the list of these investments and acquisitions:

Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Aug 08, 2024	Acquisition	Wickham Investment Counsel	1999	Hamilton (Canada)
Dec 11, 2019	Acquisition	TriVest Wealth	2009	Calgary (Canada)
Jun 26, 2018	Investments	Exchange Income Corporation	2002	Winnipeg (Canada)